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CLU Designation

A CLU (Chartered Life Underwriter) is an educated, experienced, and qualified professional committed to the financial well being of your family, your business, and yourself. A CLU can provide professional advice on a broad range of financial and insurance topics. With the help and knowledge of a CLU you can:

Create a Sound Financial Solution

Achieve your financial goals

Analyze your overall financial situation

Identify your life and health insurance needs

Identify your personal property and liability risks

Achieve Financial Security Through Life Insurance

Meet your financial needs using life insurance and annuity products

Provide an understanding of your legal rights of owning life insurance and annuity products

Familiarize you with various policy provisions Enhance the Value of Your Estate

Provide for your financial security during retirement

Enhance your family’s security through the accumulation of an estate

Conserve your existing assets

​Manage a Successful Business

Develop a plan for keeping your family business

Identify the various forms for organizing a business

Develop a plan in case of the death or disability of a business owner or professional